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Client Success Story: Business Owner Helps Employees Stock Up for the Future

Sandy King was in need of a succession plan.

Since 2007, she’d been the sole owner of family business Symbiont Service Corp., an Englewood-based geothermal and traditional pool heating and air-conditioning company started by her father, Roy, in the 1980s. But as her 60th birthday loomed this upcoming June, King wanted to get a retirement plan in place.

No other family members expressed interest in taking over the company. She could try to sell the business — but she wasn’t sure that was the right solution...

Original Story posted on Business Observer:

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